Position in SOLV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$532,643
+$324,663 QoQ
Shares Held
6,904
+116.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#318
of 875 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOLV Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Clearstead Advisors, LLC holds $6,655,864 across 32 Medical Instruments & Supplies names. SOLV ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
8,397 | $3,339,318 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
2,857 | $1,025,663 | |
| 3 | BAX |
Baxter International Inc
|
25,308 | $539,566 | |
| 4 | SOLV |
Solventum Corp
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|
6,904 | $532,643 | |
| 5 | BDX |
Becton Dickinson & Co
|
2,601 | $393,609 | |
| 6 | RMD |
Resmed Inc
|
943 | $183,771 | |
| 7 | COO |
Cooper Companies, Inc.
|
2,513 | $180,207 | |
| 8 | RGEN |
Repligen Corp
|
1,006 | $137,258 |
All Filings in SOLV
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,643 | 6,904 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $207,980 | 3,185 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $251,190 | 3,170 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $251,996 | 3,452 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $285,916 | 3,770 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $264,010 | 3,472 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $205,578 | 3,112 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $296,867 | 4,258 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $243,459 | 4,604 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $344,968 | 4,960 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||